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Retirement Management Systems Inc. - Portfolio Stock Holdings

Retirement Management Systems Inc. disclosed 57 stock positions in a recent SEC 13F filing. $488,464,454 of stock holdings were filed, with the largest holdings including SPYG, HFSI, and EVTR. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,886,716,918 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

57

Est. Stock Holding Value:

$488,464,454

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Retirement Management Systems Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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